Our Goals

We are an independent financial planning and investment firm covering all areas of financial management of individuals and businesses.

Wealth Enhancement

Investment management, retirement and specific goal planning

Wealth Preservation

Strategic tax and insurance planning

Wealth Transfer

Estate planning and charitable giving

Welcome to Phillips Financial Management

Phillips Financial Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to grow, protect, and conserve our clients wealth by seeking to deliver an unprecedented level of personalized service and expertise.

At Phillips Financial Management, we are fiduciaries and always put our client's best interest first. As a fiduciary, we must act with care, skill, prudence, diligence and solely in our client's best interest.

YOUR BEST INTEREST IS OUR FIRST PRIORITY

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to contact us. We look forward to hearing from you.

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representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a solicitation for the purchase or
sale of any security.

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